The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ADVANCED MICRO DEVICES INC | COM | 007903107 | 27,983 | 1,096,515 | SH | SOLE | 1,096,515 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 28,633 | 156,935 | SH | SOLE | 156,935 | 0 | 0 | ||
ANALOG DEVICES INC | COM | 032654105 | 14,324 | 136,078 | SH | SOLE | 136,078 | 0 | 0 | ||
CIENA CORP | COM NEW | 171779309 | 32,878 | 880,502 | SH | SOLE | 880,502 | 0 | 0 | ||
ELECTRONIC ARTS INC | COM | 285512109 | 18,728 | 184,275 | SH | SOLE | 184,275 | 0 | 0 | ||
ENPHASE ENERGY INC | COM | 29355A107 | 144 | 15,590 | SH | SOLE | 15,590 | 0 | 0 | ||
ERICSSON | ADR B SEK 10 | 294821608 | 36,951 | 4,025,195 | SH | SOLE | 4,025,195 | 0 | 0 | ||
INPHI CORP | COM | 45772F107 | 7,026 | 160,621 | SH | SOLE | 160,621 | 0 | 0 | ||
LYFT INC | CL A COM | 55087P104 | 329 | 4,203 | SH | SOLE | 4,203 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 41,795 | 354,374 | SH | SOLE | 354,374 | 0 | 0 | ||
MONOLITHIC PWR SYS INC | COM | 609839105 | 14,129 | 104,279 | SH | SOLE | 104,279 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 25,905 | 72,653 | SH | SOLE | 72,653 | 0 | 0 | ||
NVIDIA CORP | COM | 67066G104 | 12,474 | 69,468 | SH | SOLE | 69,468 | 0 | 0 | ||
OKTA INC | CL A | 679295105 | 19,032 | 230,055 | SH | SOLE | 230,055 | 0 | 0 | ||
QORVO INC | COM | 74736K101 | 9,128 | 127,258 | SH | SOLE | 127,258 | 0 | 0 | ||
T MOBILE US INC | COM | 872590104 | 31,755 | 459,552 | SH | SOLE | 459,552 | 0 | 0 | ||
TEXAS INSTRS INC | COM | 882508104 | 14,481 | 136,522 | SH | SOLE | 136,522 | 0 | 0 | ||
VIVINT SOLAR INC | COM | 92854Q106 | 90 | 18,012 | SH | SOLE | 18,012 | 0 | 0 | ||
ZUORA INC | COM CL A | 98983V106 | 4,157 | 207,520 | SH | SOLE | 207,520 | 0 | 0 |